CFA level 2-3/ Certified Financial Planner
Wealth & Investment Advisory
• Develop customized financial plans aligned with clients’ life goals, liquidity needs, and risk profiles
• Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity
• Support in asset allocation, portfolio rebalancing, and wealth performance reporting
Financial Planning & Cash Flow Management
• Create and manage comprehensive plans covering:
o Retirement planning/ Education funding/ Lifestyle budgeting/ Liquidity events (business exits, inheritance)
Estate & Succession Planning
• Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks
• Advise clients on inter-generational transfer strategies, and asset titling
Family Governance & Advisory
• Support clients in building family charters, investment committees, and governance protocols
• Facilitate family meetings, strategy workshops, and philanthropic planning
Client Management & Reporting
• Track and report portfolio performance, financial goal alignment, and compliance requirements
• Interface with investment managers, tax advisors, and legal professionals as needed
Qualifications
• Certified Financial Planner (CFP) credential is mandatory
• 5–10 years of experience in wealth management, private banking, or family office advisory
• Exposure to working with UHNI clients, founders, or multi-family offices is highly preferred
Location: Connaught Place, Delhi
Commitment: Full-time
Work Days and Time: Monday to Friday from 9:30am-6pm
Apply Now : Send your resume to anjeet.khandelwal@akcjventures.com with Subject title clearly marked CFP
Others
3-5 Years
Above Rs.600,000/-
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